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Vanguard Small-Cap ETF

2,193 hedge funds and large institutions have $39.5B invested in Vanguard Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 880 increasing their positions, 831 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $6.39M

109% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 66

1% more funds holding

Funds holding: 2,1632,193 (+30)

6% more repeat investments, than reductions

Existing positions increased: 880 | Existing positions reduced: 831

5% more capital invested

Capital invested by funds: $37.8B → $39.5B (+$1.71B)

1% more funds holding in top 10

Funds holding in top 10: 184185 (+1)

0.93% less ownership

Funds ownership: 59.63%58.69% (-0.93%)

Holders
2,193
Holders Change
+30
Holders Change %
+1.39%
% of All Funds
28.79%
Holding in Top 10
185
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.54%
% of All Funds
2.43%
New
138
Increased
880
Reduced
831
Closed
66
Calls
$17.2M
Puts
$6.39M
Net Calls
+$10.8M
Net Calls Change
-$2.61M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
2001
Hantz Financial Services
Michigan
$136K -$51.1K -206 -28%
OCM
2002
Orion Capital Management
California
$131K +$88.5K +357 +226%
TAM
2003
Townsend Asset Management
North Carolina
$127K -$13.4K -54 -10%
WWM
2004
Woodside Wealth Management
Massachusetts
$126K
MFA
2005
Morling Financial Advisors
California
$123K -$100K -404 -45%
CBT
2006
Crews Bank & Trust
Florida
$123K -$6.2K -25 -5%
PWMG
2007
Private Wealth Management Group
New Jersey
$122K
SWIM
2008
Smallwood Wealth Investment Management
New Jersey
$118K +$248 +1 +0.2%
SA
2009
Seneschal Advisors
Washington
$116K +$113K +456 New
NFSG
2010
Newbridge Financial Services Group
Florida
$115K
ACA
2011
American Capital Advisory
Idaho
$115K +$35.7K +144 +47%
CF
2012
Conquis Financial
California
$111K -$2.98K -12 -3%
BFS
2013
Burkett Financial Services
South Carolina
$108K +$248 +1 +0.2%
GCM
2014
Gables Capital Management
Florida
$108K
SIS
2015
Sound Income Strategies
Florida
$105K -$22.1K -89 -18%
RLIM
2016
Red Lighthouse Investment Management
New York
$105K -$30.3K -122 -23%
SS
2017
Sunbelt Securities
Texas
$104K -$140K -566 -58%
SGK
2018
Steigerwald Gordon & Koch
Virginia
$104K +$101K +407 New
FCMT
2019
Founders Capital Management (Texas)
Texas
$103K -$10.2K -41 -9%
AIA
2020
Armor Investment Advisors
North Carolina
$102K -$13.9K -56 -12%
MJRIC
2021
Mogy Joel R Investment Counsel
California
$102K
WCAMG
2022
Woodard & Company Asset Management Group
North Carolina
$102K
SC
2023
Swan Capital
Florida
$100K
MCA
2024
Midwest Capital Advisors
Michigan
$98.2K -$25.5K -103 -21%
MLA
2025
MB, Levis & Associates
Pennsylvania
$97.9K +$248 +1 +0.3%